Gibbs Wealth Management
Q3 2025 13F Holdings
- Locationalpharetta, GA
- Num holdings
328
- Value ($000)
$442,155
- Date Filed10/30/2025
- Form type13F-HR
- CIK0002081110
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $18.45 M | 4 % | 176,495 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $14.03 M | 3 % | 327,940 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $13.11 M | 3 % | 566,973 | ||
SHYG ISHARES TR | 0-5YR HI YL CP | 46434V407 | $12.96 M | 3 % | 299,215 | ||
SECT NORTHERN LTS FD TR IV | MAIN SECTR ROTN | 66538H591 | $11.58 M | 3 % | 183,777 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $10.87 M | 3 % | 196,383 | ||
SPMB SPDR SERIES TRUST | PORT MTG BK ETF | 78464A383 | $10.86 M | 3 % | 484,047 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $10.18 M | 2 % | 121,082 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.05 M | 2 % | 19,403 | ||
KRE SPDR SERIES TRUST | PORTFOLIO LN TSR | 78464A664 | $9.69 M | 2 % | 359,628 |
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